Wayfair
Following the analysis of Overstock , I got interested by Wayfair as Overstock's CEO keeps talking about Wayfair, expecially during the Q4 2016 conference call, highlighting their pretended non sustainable growth. This made me curious to compare both competitors and to follow Wayfair's evolution. Date of analysis: 06/05/2017 Share price: 48,85$ Number of shares: 50 338 973 of class A (1 vote per share) and 35 617 581 of class B (10 votes per share) Market cap: 4 113 m$ Net debt: -348m$ (but this cash would be required for accounts payable, see below) EV: 3765m$ Interesting discussions are: https://seekingalpha.com/article/4051586-wayfair-see-80-percent-downside http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/w-wayfair/ Operations/Business Wayfair is an online retailer for home products with currently 8 millions products offered by 10 000 suppliers. 2016 revenues are 3,8b$ and 90% of revenues are in US, but they are trying t...